Evelyn V. Moreno’s PayPal PYPL Stock Holding History

Evelyn V. Moreno’s Portfolio PYPL Stock Details PYPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$316K	Hold	5,141	–	–	0.15%	101
2023 Q3	$301K	Hold	5,141	–	–	0.07%	105
2023 Q2	$343K	Hold	5,141	–	–	0.07%	84
2023 Q1	$390K	Sell	5,141 -580	-10%	-$44.7K	0.09%	77
2022 Q4	$407K	Hold	5,721	–	–	0.09%	108
2022 Q3	$492K	Buy	5,721 +53	+0.9%	+$4.7K	0.22%	80
2022 Q2	$396K	Sell	5,668 -25,997	-82%	-$2.26M	0.09%	102
2022 Q1	$3.66M	Buy	31,665 +3,531	+13%	+$470K	0.74%	44
2021 Q4	$5.31M	Buy	28,134 +2,017	+8%	+$436K	1.06%	41
2021 Q3	$6.8M	Sell	26,117 -75	-0.3%	-$21.3K	1.6%	31
2021 Q2	$7.63M	Sell	26,192 -3,518	-12%	-$929K	1.79%	28
2021 Q1	$7.21M	Buy	29,710 +85	+0.3%	+$21.5K	1.72%	26
2020 Q4	$6.94M	Buy	29,625 +24,191	+445%	+$5.01M	1.72%	27
2020 Q3	$1.07M	Sell	5,434 -5	-0.1%	-$942	0.29%	52
2020 Q2	$947K	Hold	5,439	–	–	0.28%	50
2020 Q1	$521K	Sell	5,439 -325	-6%	-$35.9K	0.18%	58
2019 Q4	$623K	Sell	5,764 -113	-2%	-$11.8K	0.17%	55
2019 Q3	$608K	Buy	5,877 +3,469	+144%	+$382K	0.17%	56
2019 Q2	$276K	Sell	2,408 -4,732	-66%	-$524K	0.08%	53
2019 Q1	$741K	Sell	7,140 -100	-1%	-$9.47K	0.22%	52
2018 Q4	$609K	Sell	7,240 -1,260	-15%	-$105K	0.2%	53
2018 Q3	$747K	Sell	8,500 -480	-5%	-$42.3K	0.21%	52
2018 Q2	$748K	Sell	8,980 -35	-0.4%	-$2.79K	0.22%	51
2018 Q1	$684K	Sell	9,015 -625	-6%	-$49.6K	0.21%	52
2017 Q4	$710K	Sell	9,640 -1,150	-11%	-$83.2K	0.21%	52
2017 Q3	$691K	Hold	10,790	–	–	0.21%	54
2017 Q2	$579K	Sell	10,790 -60,240	-85%	-$2.96M	0.18%	55
2017 Q1	$3.06M	Buy	71,030 +2,375	+3%	+$99.4K	0.93%	45
2016 Q4	$2.71M	Sell	68,655 -480	-0.7%	-$19.3K	0.98%	43
2016 Q3	$2.83M	Sell	69,135 -20	-0%	-$769	1.04%	46
2016 Q2	$2.52M	Sell	69,155 -25	-0%	-$956	0.96%	46
2016 Q1	$2.67M	Sell	69,180 -20	-0%	-$723	1.03%	45
2015 Q4	$2.5M	Hold	69,200	–	–	1.04%	47
2015 Q3	$2.15M	Buy	+69,200	New	+$2.48M	0.92%	49

Other funds holding PYPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evelyn V. Moreno's PYPL Position: Q4 2023 in Review

Evelyn V. Moreno held its PayPal (PYPL) position steady in Q4 2023 at 5,141 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #101.

Evelyn V. Moreno first reported a position in PYPL in Q3 2015 and has held it in 34 quarters since. The position peaked at $7.63M in Q2 2021. 1,836 funds tracked by Wall St. Rank hold PYPL as of Q4 2023.

Evelyn V. Moreno held 5,141 shares of PayPal worth $316K as of Q4 2023.
Evelyn V. Moreno left its PayPal share count unchanged in Q4 2023.
PayPal made up 0.15% of Evelyn V. Moreno's portfolio in Q4 2023, its #101 holding.
Evelyn V. Moreno first reported a position in PayPal in Q3 2015 and has held it in 34 quarters since.
Evelyn V. Moreno's PayPal position peaked at $7.63M in Q2 2021.
1,836 funds tracked by Wall St. Rank held PayPal as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.